# Deal Sourcery Wiki

> The living knowledge base for the Deal Sourcery podcast — Private Equity's deal sourcing podcast, hosted by Dan Herr and Matt Rooney.

This is an AI-ready knowledge base built from the Deal Sourcery podcast, hosted by Dan Herr and Matt Rooney. Every page is also available as raw markdown at a sibling URL (e.g. /hosts/dan-herr.md). For the complete concatenated wiki, see llms-full.txt.

## Primary entry points

- [overview](https://wiki.dealsourcery.com/overview.md): Landing page and site overview
- [index](https://wiki.dealsourcery.com/index.md): Master index of all wiki pages
- [hosts](https://wiki.dealsourcery.com/hosts/index.md): Host profiles (Dan Herr, Matt Rooney)
- [guests](https://wiki.dealsourcery.com/guests/index.md): Guest profiles
- [episodes](https://wiki.dealsourcery.com/episodes/index.md): Episode index
- [organizations](https://wiki.dealsourcery.com/organizations/index.md): Firms and companies discussed on the show
- [topics](https://wiki.dealsourcery.com/topics/index.md): Topic synthesis pages
- [concepts](https://wiki.dealsourcery.com/concepts/index.md): Frameworks and concepts introduced on the show
- [glossary](https://wiki.dealsourcery.com/glossary/index.md): Industry terminology and acronyms

## All pages

- [Activity Begets Activity](https://wiki.dealsourcery.com/concepts/activity-begets-activity.md)
- [AUM Defense Strategy](https://wiki.dealsourcery.com/concepts/aum-defense-strategy.md)
- [Consistency of Personality](https://wiki.dealsourcery.com/concepts/consistency-of-personality.md)
- [Data Snacks](https://wiki.dealsourcery.com/concepts/data-snacks.md)
- [Geographic Density Approach](https://wiki.dealsourcery.com/concepts/geographic-density-approach.md)
- [Concepts](https://wiki.dealsourcery.com/concepts/index.md)
- [Lifestyle of Success](https://wiki.dealsourcery.com/concepts/lifestyle-of-success.md)
- [Mamba Mentality](https://wiki.dealsourcery.com/concepts/mamba-mentality.md)
- [Precision and Discipline](https://wiki.dealsourcery.com/concepts/precision-and-discipline.md)
- [Reciprocal Relationship Building](https://wiki.dealsourcery.com/concepts/reciprocal-relationship-building.md)
- [Sea of Alternatives](https://wiki.dealsourcery.com/concepts/sea-of-alternatives.md)
- [Sourcing Enablement Funnel](https://wiki.dealsourcery.com/concepts/sourcing-enablement-funnel.md)
- [Sponge Mindset](https://wiki.dealsourcery.com/concepts/sponge-mindset.md)
- [Storytelling Through Exits](https://wiki.dealsourcery.com/concepts/storytelling-through-exits.md)
- [The Food Chain of M&A](https://wiki.dealsourcery.com/concepts/the-food-chain-of-m-and-a.md)
- [Data Snacks: The Unlock to Engaging Private Equity Prospects](https://wiki.dealsourcery.com/episodes/ep002-data-snacks-the-unlock-to-engaging-pe-prospects.md)
- [Ep. 20: What It Takes to Source Elite Founder-Owned Software Companies](https://wiki.dealsourcery.com/episodes/ep020-what-it-takes-to-source-elite-founder-owned-software-companies.md)
- [Ep. 21: Lessons From Three Decades of Deal Sourcing](https://wiki.dealsourcery.com/episodes/ep021-lessons-from-three-decades-of-deal-sourcing.md)
- [Ep. 22: Gold Medal Sourcing — 5x Olympic Gold Medalist's Journey into Deal Sourcing](https://wiki.dealsourcery.com/episodes/ep022-gold-medal-sourcing.md)
- [Deals Still Run on Relationships](https://wiki.dealsourcery.com/episodes/ep023-deals-still-run-on-relationships.md)
- [Episodes](https://wiki.dealsourcery.com/episodes/index.md)
- [Add-on Acquisition](https://wiki.dealsourcery.com/glossary/add-on-acquisition.md)
- [Annual Recurring Revenue](https://wiki.dealsourcery.com/glossary/annual-recurring-revenue.md)
- [Assets Under Management](https://wiki.dealsourcery.com/glossary/assets-under-management.md)
- [Bootstrapped](https://wiki.dealsourcery.com/glossary/bootstrapped.md)
- [Boutique Investment Bank](https://wiki.dealsourcery.com/glossary/boutique-investment-bank.md)
- [Business Broker](https://wiki.dealsourcery.com/glossary/business-broker.md)
- [Buy Side](https://wiki.dealsourcery.com/glossary/buy-side.md)
- [Centers of Excellence](https://wiki.dealsourcery.com/glossary/centers-of-excellence.md)
- [Centers of Influence](https://wiki.dealsourcery.com/glossary/centers-of-influence.md)
- [Cold Outreach](https://wiki.dealsourcery.com/glossary/cold-outreach.md)
- [Confidential Information Memorandum](https://wiki.dealsourcery.com/glossary/confidential-information-memorandum.md)
- [CRM](https://wiki.dealsourcery.com/glossary/crm.md)
- [Deal Flow](https://wiki.dealsourcery.com/glossary/deal-flow.md)
- [Due Diligence](https://wiki.dealsourcery.com/glossary/due-diligence.md)
- [EBITDA](https://wiki.dealsourcery.com/glossary/ebitda.md)
- [Embedded Finance](https://wiki.dealsourcery.com/glossary/embedded-finance.md)
- [Enterprise Value](https://wiki.dealsourcery.com/glossary/enterprise-value.md)
- [Family Office](https://wiki.dealsourcery.com/glossary/family-office.md)
- [Fireside Chat](https://wiki.dealsourcery.com/glossary/fireside-chat.md)
- [General Partner](https://wiki.dealsourcery.com/glossary/general-partner.md)
- [Gross Dollar Retention](https://wiki.dealsourcery.com/glossary/gross-dollar-retention.md)
- [Growth Equity](https://wiki.dealsourcery.com/glossary/growth-equity.md)
- [Hold Period](https://wiki.dealsourcery.com/glossary/hold-period.md)
- [Independent Sponsor](https://wiki.dealsourcery.com/glossary/independent-sponsor.md)
- [Glossary](https://wiki.dealsourcery.com/glossary/index.md)
- [Letter of Intent](https://wiki.dealsourcery.com/glossary/letter-of-intent.md)
- [Limited Partner](https://wiki.dealsourcery.com/glossary/limited-partner.md)
- [Lower Middle Market](https://wiki.dealsourcery.com/glossary/lower-middle-market.md)
- [Majority Recap](https://wiki.dealsourcery.com/glossary/majority-recap.md)
- [Management Presentation](https://wiki.dealsourcery.com/glossary/management-presentation.md)
- [Mergers & Acquisitions](https://wiki.dealsourcery.com/glossary/mergers-and-acquisitions.md)
- [Origination](https://wiki.dealsourcery.com/glossary/origination.md)
- [Platform Company](https://wiki.dealsourcery.com/glossary/platform-company.md)
- [Private Equity](https://wiki.dealsourcery.com/glossary/private-equity.md)
- [Proprietary Deal Flow](https://wiki.dealsourcery.com/glossary/proprietary-deal-flow.md)
- [Quality of Earnings](https://wiki.dealsourcery.com/glossary/quality-of-earnings.md)
- [Retrade](https://wiki.dealsourcery.com/glossary/retrade.md)
- [SaaS](https://wiki.dealsourcery.com/glossary/saas.md)
- [Second Bite of the Apple](https://wiki.dealsourcery.com/glossary/second-bite-of-the-apple.md)
- [Sell Side](https://wiki.dealsourcery.com/glossary/sell-side.md)
- [Teaser](https://wiki.dealsourcery.com/glossary/teaser.md)
- [Value Creation](https://wiki.dealsourcery.com/glossary/value-creation.md)
- [Vertical Software](https://wiki.dealsourcery.com/glossary/vertical-software.md)
- [Chris Reilly](https://wiki.dealsourcery.com/guests/chris-reilly.md)
- [Glenn Oken](https://wiki.dealsourcery.com/guests/glenn-oken.md)
- [Guests](https://wiki.dealsourcery.com/guests/index.md)
- [Jake Colognesi](https://wiki.dealsourcery.com/guests/jake-colognesi.md)
- [Kate Hopkins](https://wiki.dealsourcery.com/guests/kate-hopkins.md)
- [Ryan Murphy](https://wiki.dealsourcery.com/guests/ryan-murphy.md)
- [Dan Herr](https://wiki.dealsourcery.com/hosts/dan-herr.md)
- [Hosts](https://wiki.dealsourcery.com/hosts/index.md)
- [Matt Rooney](https://wiki.dealsourcery.com/hosts/matt-rooney.md)
- [Deal Sourcery Wiki — Index](https://wiki.dealsourcery.com/index.md)
- [Deal Sourcery Wiki — Log](https://wiki.dealsourcery.com/log.md)
- [Acqwired](https://wiki.dealsourcery.com/organizations/acqwired.md)
- [Coastal Partners](https://wiki.dealsourcery.com/organizations/coastal-partners.md)
- [Goldfish Swim School](https://wiki.dealsourcery.com/organizations/goldfish-swim-school.md)
- [Organizations](https://wiki.dealsourcery.com/organizations/index.md)
- [Mamba Growth](https://wiki.dealsourcery.com/organizations/mamba-growth.md)
- [Mangrove Equity Partners](https://wiki.dealsourcery.com/organizations/mangrove-equity-partners.md)
- [Norwest Venture Partners](https://wiki.dealsourcery.com/organizations/norwest-venture-partners.md)
- [OneGuide](https://wiki.dealsourcery.com/organizations/oneguide.md)
- [Serent Capital](https://wiki.dealsourcery.com/organizations/serent-capital.md)
- [Tahoe Equity Partners](https://wiki.dealsourcery.com/organizations/tahoe-equity-partners.md)
- [VRA Partners](https://wiki.dealsourcery.com/organizations/vra-partners.md)
- [Deal Sourcery Wiki](https://wiki.dealsourcery.com/overview.md)
- [BD Team Structure and Compensation](https://wiki.dealsourcery.com/topics/bd-team-structure-and-compensation.md)
- [Breaking Through the Noise](https://wiki.dealsourcery.com/topics/breaking-through-the-noise.md)
- [Career Transition into Sourcing](https://wiki.dealsourcery.com/topics/career-transition-into-sourcing.md)
- [Engaging Boutique Bankers](https://wiki.dealsourcery.com/topics/engaging-boutique-bankers.md)
- [Evolution of PE Sourcing](https://wiki.dealsourcery.com/topics/evolution-of-pe-sourcing.md)
- [Topics](https://wiki.dealsourcery.com/topics/index.md)
- [Investment Lens Definition](https://wiki.dealsourcery.com/topics/investment-lens-definition.md)
- [Junior BD Onboarding](https://wiki.dealsourcery.com/topics/junior-bd-onboarding.md)
- [Leveraging Portfolio Ops for Sourcing](https://wiki.dealsourcery.com/topics/leveraging-portfolio-ops-for-sourcing.md)
- [LP Diligence on Sourcing](https://wiki.dealsourcery.com/topics/lp-diligence-on-sourcing.md)
- [M&A Process Dynamics](https://wiki.dealsourcery.com/topics/m-and-a-process-dynamics.md)
- [Origination and Deal Sourcing](https://wiki.dealsourcery.com/topics/origination-and-deal-sourcing.md)
- [Portfolio Operations](https://wiki.dealsourcery.com/topics/portfolio-operations.md)
- [Referral Networks and COIs](https://wiki.dealsourcery.com/topics/referral-networks-and-cois.md)
- [Sourcing Culture](https://wiki.dealsourcery.com/topics/sourcing-culture.md)
- [Value-First Outreach](https://wiki.dealsourcery.com/topics/value-first-outreach.md)